See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,234 | $34,308-58.5% | $74,701-80.9% | $72,985-80.5% |
| Participation rate | 56.9% | 42.4%+14.5pp | 54.5%+2.4pp | 69.5%-12.6pp |
| Annual return | 20.01% | 26.58%-6.6pp | 752.92%-732.9pp | 81.00%-61.0pp |
| Employer contribution / active EE | $1,235 | $692+78.5% | $1,084+14.0% | $2,440-49.4% |
| Participant deferral / active EE | $1,605 | $1,271+26.2% | $1,964-18.3% | $3,607-55.5% |
| Admin fee / account holder | $7 | $2,124-99.7% | $3,333-99.8% | $5,124-99.9% |